Latest Institutional Purchases of Select Sector Spdr Tr Real Est (XLRE)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Real Est (XLRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
495+ 9900.0% |
$15.9K - $20K
|
500
$22.1K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
362New |
$11.7K - $14.7K
|
362
$16K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
288New |
$9.27K - $11.7K
|
288
$12.7K
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
281+ 0.5% |
$9.05K - $11.4K
|
56K
$2.48M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
275New |
$8.85K - $11.1K
|
275
$12.2K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
265+ 197.76% |
$8.53K - $10.7K
|
399
$17.7K
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
196+ 2.15% |
$6.31K - $7.94K
|
9.29K
$411K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
193New |
$6.21K - $7.82K
|
193
$8.54K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
169New |
$5.44K - $6.84K
|
169
$7.48K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
135+ 0.3% |
$4.35K - $5.47K
|
44.5K
$1.97M
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
121New |
$3.89K - $4.9K
|
121
$5.35K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$3.22K - $4.05K
|
100
$4.42K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 66.67% |
$3.22K - $4.05K
|
250
$11.1K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
96+ 240.0% |
$3.09K - $3.89K
|
136
$6.02K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
75New |
$2.41K - $3.04K
|
75
$3.32K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
62New |
$2K - $2.51K
|
62
$2.74K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
37New |
$1.19K - $1.5K
|
37
$1.64K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
16New |
$515 - $648
|
16
$708
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$515 - $648
|
16
$708
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
11New |
$354 - $446
|
11
$487
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7+ 0.01% |
$225 - $284
|
121K
$5.33M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.88% |
$32.2 - $40.5
|
115
$5.09K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$32.2 - $40.5
|
5.96K
$263K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.75% |
$32.2 - $40.5
|
134
$5.93K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
226KNew |
$7.58M - $8.79M
|
226K
$9.98M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
152KNew |
$5.12M - $5.94M
|
152K
$6.74M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49.6KNew |
$1.67M - $1.93M
|
49.6K
$2.2M
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
33K+ 29.73% |
$1.11M - $1.29M
|
144K
$6.37M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
23.4K+ 162.08% |
$785K - $910K
|
37.8K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 25.94% |
$681K - $789K
|
98.3K
$4.35M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.6K+ 26.13% |
$458K - $532K
|
65.9K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$424K - $492K
|
12.6K
$558K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.9KNew |
$401K - $465K
|
11.9K
$527K
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$363K - $421K
|
10.8K
$478K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.7KNew |
$360K - $417K
|
10.7K
$473K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.54KNew |
$287K - $333K
|
8.54K
$378K
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
6.61KNew |
$222K - $258K
|
6.61K
$293K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.6KNew |
$222K - $257K
|
6.6K
$292K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 10.58% |
$59.1K - $68.5K
|
18.4K
$813K
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.18K+ 20.41% |
$39.6K - $45.9K
|
6.95K
$307K
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
786New |
$26.4K - $30.6K
|
786
$34.8K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
653New |
$21.9K - $25.4K
|
653
$28.9K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
416New |
$14K - $16.2K
|
416
$18.4K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308New |
$10.3K - $12K
|
308
$13.6K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
258New |
$8.67K - $10.1K
|
258
$11.4K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
163+ 2.78% |
$5.48K - $6.35K
|
6.03K
$267K
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
139+ 1.49% |
$4.67K - $5.42K
|
9.45K
$418K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
138New |
$4.64K - $5.38K
|
138
$6.11K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135New |
$4.54K - $5.26K
|
135
$5.97K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
91New |
$3.06K - $3.55K
|
91
$4.03K
|